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Foster Denovo Adviser Aaron Steel shares key insights with The Scotsman
17.04.2025As we are in the new tax year, the focus for many is shifting from Hogmanay celebrations to smart money management. Now is the ideal time to review your financial plans and ensure you’re making the most of available allowances and strategies.
While Rachel Reeves’ recent Spring Statement offered few surprises for wealth planning, key changes announced in the Autumn Budget 2023 are set to come into effect soon, and it’s important to be prepared.
In a recent feature with The Scotsman, Aaron Steel, Financial Adviser at Foster Denovo, shares timely insights on what individuals should be aware of heading into the new tax year. Among the updates, Aaron highlights a significant future change: from April 2027, unused pension pots will be brought into scope for Inheritance Tax (IHT), a move that could impact many families’ long-term planning.
Read the full article here.
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